Civic Intelligence

Ted Carleton Education Foundation Inc.

990EZ • Fiscal year 2014 • EIN 06-1662002

Sep 01, 2013 to Aug 31, 2014 • Filed on Jan 14, 2015

1731 Meriweather DriveAlpharetta, GA 30677

(770) 458-0093

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

0.86x

Higher debt load relative to assets than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

5.90x

Higher debt load relative to revenue than 99% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

40th percentile

-2.1%

Faster asset growth than 40% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

518%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$124,191

Down $2,700 (-2.1%) from 2013

Net Assets

Up

$16,933

Up $14,640 (+638%) from 2013

Liabilities

Down

$107,258

Down $17,340 (-14%) from 2013

Revenue

Up

$18,170

Up $15,230 (+518%) from 2013

Expenses

Up

$3,530

Up $530 (+18%) from 2013

Net Income

Up

$14,640

Up $14,700 (+24500%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0-$50KAssets 2011: $130,963Liabilities 2011: $138,857Net Assets 2011: -$7,8942011Assets 2012: $126,951Liabilities 2012: $124,5982012Assets 2013: $126,891Liabilities 2013: $124,598Net Assets 2013: $2,2932013Assets 2014: $124,191Liabilities 2014: $107,258Net Assets 2014: $16,9332014Assets 2015: $113,611Liabilities 2015: $0Net Assets 2015: $113,6112015Assets 2016: $110,899Liabilities 2016: $4,500Net Assets 2016: $106,3992016Assets 2017: $116,553Liabilities 2017: $4,500Net Assets 2017: $112,0532017Assets 2018: $122,109Liabilities 2018: $4,500Net Assets 2018: $117,6092018Assets 2019: $121,768Liabilities 2019: $0Net Assets 2019: $121,7682019Assets 2020: $161,101Liabilities 2020: $38,799Net Assets 2020: $122,3022020Assets 2021: $132,855Liabilities 2021: $1,700Net Assets 2021: $131,1552021Assets 2022: $132,470Liabilities 2022: $1,800Net Assets 2022: $130,6702022Assets 2023: $128,488Liabilities 2023: $1,700Net Assets 2023: $126,7882023Assets 2024: $132,955Liabilities 2024: $1,700Net Assets 2024: $131,2552024

Highlighted filing

2014

Assets$124,191
Liabilities$107,258
Net Assets$16,933

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $192,882Expenses 2011: $269,780Net Income 2011: -$76,8982011Revenue 2012: $11,077Expenses 2012: $830Net Income 2012: $10,2472012Revenue 2013: $2,940Expenses 2013: $3,000Net Income 2013: -$602013Revenue 2014: $18,170Expenses 2014: $3,530Net Income 2014: $14,6402014Revenue 2015: -$6,054Expenses 2015: $2,665Net Income 2015: -$8,7192015Revenue 2016: -$1,212Expenses 2016: $6,000Net Income 2016: -$7,2122016Revenue 2017: $7,654Expenses 2017: $2,000Net Income 2017: $5,6542017Revenue 2018: $8,131Expenses 2018: $2,575Net Income 2018: $5,5562018Revenue 2019: $5,734Expenses 2019: $1,575Net Income 2019: $4,1592019Revenue 2020: $7,784Expenses 2020: $7,250Net Income 2020: $5342020Revenue 2021: $14,353Expenses 2021: $5,500Net Income 2021: $8,8532021Revenue 2022: $2,915Expenses 2022: $3,400Net Income 2022: -$4852022Revenue 2023: $1,118Expenses 2023: $5,000Net Income 2023: -$3,8822023Revenue 2024: $8,991Expenses 2024: $4,524Net Income 2024: $4,4672024

Highlighted filing

2014

Revenue$18,170
Expenses$3,530
Net Income$14,640
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jan 14, 2015
Return Version
2013v4.0
Gross Receipts
$63,547
Mission and Program Overview

Mission

To promote high ethical standards within the insurance industry and to educate the public about the insurance industry

Program Services

DescriptionGrantsExpenses
THE PROVISION OF EDUCATIONAL PRODUCTS AND SERVICES TO PERSONS IN THE INSURANCE INDUSTRY AND TO THE GENERAL PUBLIC IN ORDER TO PROMOTE HIGH PROFESSIONAL STANDARDS IN THE INSURANCE INDUSTRY AND TO IMPROVE THE GENERAL PUBLIC UNDERSTANDING OF THE INSURANCE INDUSTRY.$3,530-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDY SIEGELVice President-$0--
THAD BYNUMPast President-$0--
ALLAN WEBBSecretary-$0--
BETSY OLSONPresident-$0--
JACKSON SHERRILLPresident Elect-$0--
LYNN MATHIS CPCUNtl Director-$0--
GOULD HAGLERActing CEO-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$59,220$59,220$44,377$14,843
Total Events$59,220$59,220$44,377$14,843
Filing and Contact Details

Filer

EIN
06-1662002
Phone
7704580093

Signing Officer

Name
Gould Hagler
Title
Acting CEO
Signed
2015-01-14
Discuss with paid preparer
Yes

Preparer

Preparer
Thomas J Westbrook
Phone
7706229885
Supplemental Narrative

Additional Explanations

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $124598 Accounts Payable and Accrued Expenses - Ending $107258

Raw XML Appendix175 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0AUBIE KNIGHT
IRS990EZ/BooksInCareOfDetail/PhoneNum07704580093
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103186 CHESNUT DR
IRS990EZ/BooksInCareOfDetail/USAddress/City0DORAVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode030362
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0126891
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0124191
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014640
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0126891
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0124191
IRS990EZ/FundraisingGrossIncomeAmt063080
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03530
IRS990EZ/GrossReceiptsAmt063547
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0467
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02293
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016933
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02293
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016933
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDY SIEGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THAD BYNUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLAN WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETSY OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACKSON SHERRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LYNN MATHIS CPCU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GOULD HAGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Ntl Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ACTING CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE HIGH ETHICAL STANDARDS WITHIN THE INSURANCE INDUSTRY AND TO EDUCATE THE PUBLIC ABOUT THE INSURANCE INDUSTRY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PROVISION OF EDUCATIONAL PRODUCTS AND SERVICES TO PERSONS IN THE INSURANCE INDUSTRY AND TO THE GENERAL PUBLIC IN ORDER TO PROMOTE HIGH PROFESSIONAL STANDARDS IN THE INSURANCE INDUSTRY AND TO IMPROVE THE GENERAL PUBLIC UNDERSTANDING OF THE INSURANCE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03530
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045377
IRS990EZ/SpecialEventsNetIncomeLossAmt017703
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0124598
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0107258
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03530
IRS990EZ/TotalProgramServiceExpensesAmt03530
IRS990EZ/TotalRevenueAmt018170
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IIAG.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0697
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012241
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0660
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0410
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01627
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0848
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03545
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04787
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0188787
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0225527
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0419107
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0660
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0410
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01627
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0848
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03545
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0431348
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05484
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0191255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0234253
IRS990ScheduleA/Total509Grp/TotalAmt0431348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0192882
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0235101
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0434893
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044377
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt059220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059220
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0YAC CHARITY GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014843
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044377
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt044377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Accounts Payable and Accrued Expenses - Beginning $124598 Accounts Payable and Accrued Expenses - Ending $107258
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Total Liabilities.1001
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GOULD HAGLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ACTING CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10TED CARLETON EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TEDC
ReturnHeader/Filer/EIN0061662002
ReturnHeader/Filer/PhoneNum07704580093
ReturnHeader/Filer/USAddress/AddressLine101731 MERIWEATHER DRIVE
ReturnHeader/Filer/USAddress/City0WATKINSVILLE
ReturnHeader/Filer/USAddress/State0GA
ReturnHeader/Filer/USAddress/ZIPCode030677
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Westbrook McGrath Bridges Orth & Bray
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102810 Premiere Parkway Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Duluth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode030097
ReturnHeader/PreparerPersonGrp/PhoneNum07706229885
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas J Westbrook
ReturnHeader/ReturnTs02015-01-14T08:31:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.02$1.31$0.09$0.05$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.27$0.01$0.05$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.02$1.31$0.03$0.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.02$1.31$0.14$0.06$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.39$1.22$0.08$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.06$0.02$0.04
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.22$0.05$1.18$0.08$0.03$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.05$1.12$0.08$0.02$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.05$1.06$0.01$0.06$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.03$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.24$1.07$0.17$0.18$0.04$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$1.25$0.02$0.03$0.03$0.00
2012Summary only. Only limited summary data is available for this year.$1.27$1.25$0.11$0.01$0.10
2011Summary only. Only limited summary data is available for this year.$1.31$1.39$0.08$1.93$2.70$0.77